Estate Planning

Without estate planning many clients discover that upon succession almost half of the family’s assets go to Uncle Sam. Estate and Trust planning, focuses on meeting the family’s wishes while reducing its large tax burden. Since we as accountants may be closer to the client than other advisors and have a familiarity with their assets, liabilities, and income, we are in the best position to design an estate plan that, minimizes estate taxes and assists in the orderly disposition of the estate assets.